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Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
3026
N.E.W. Advisory Services
Wisconsin
$401K +$49.8K +318 +15%
DIM
3027
DLK Investment Management
California
$400K -$55.6K -355 -13%
CMS
3028
Capital Market Strategies
Florida
$400K -$202K -1,290 -35%
SL
3029
Sentinus LLC
Illinois
$399K +$45.1K +288 +14%
PWM
3030
Puff Wealth Management
New Jersey
$399K – – –
CFS
3031
Coordinated Financial Services
Colorado
$398K +$783 +5 +0.2%
CFSG
3032
Clark Financial Services Group
Missouri
$398K +$2.66K +17 +0.7%
BTD
3033
BankPlus Trust Department
Mississippi
$397K -$18.9K -121 -5%
RWM
3034
Rialto Wealth Management
New York
$396K -$108K -688 -23%
HFS
3035
Hopwood Financial Services
Virginia
$395K +$17.2K +110 +5%
CPA
3036
Capital Performance Advisors
California
$394K +$369K +2,356 New
HPM
3037
Hoxton Planning & Management
West Virginia
$394K +$26.3K +168 +8%
HFP
3038
Holistic Financial Partners
Indiana
$392K -$84.1K -537 -19%
NPPM
3039
North Point Portfolio Managers
Ohio
$392K +$367K +2,343 New
SFG
3040
Sather Financial Group
Texas
$392K – – –
RW
3041
Rede Wealth
Virginia
$390K +$157 +1 +0%
RCWM
3042
Royal Capital Wealth Management
Indiana
$390K +$2.04K +13 +0.6%
FSBI
3043
Fearless Solutions (Best Invest)
Texas
$389K +$3.6K +23 +1%
WWC
3044
Waypoint Wealth Counsel
Georgia
$389K +$15.3K +98 +4%
PAS
3045
PKS Advisory Services
New York
$389K +$12.2K +78 +3%
LJAC
3046
L.J. Altfest & Co
New York
$389K -$6.73K -43 -2%
SIM
3047
SSI Investment Management
California
$388K -$313 -2 -0.1%
TCM
3048
TruNorth Capital Management
Michigan
$388K +$139K +885 +62%
CAM
3049
Concorde Asset Management
Michigan
$388K +$99.9K +638 +33%
MWA
3050
Medallion Wealth Advisors
Connecticut
$388K +$14.7K +94 +4%
120 121
122
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